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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,609 | $81,331-61.1% | $155,534-79.7% | $80,935-60.9% |
| Participation rate | 26.2% | 66.3%-40.1pp | 78.2%-52.0pp | 67.7%-41.5pp |
| Annual return | 8.96% | 33.37%-24.4pp | 64.92%-56.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,533 | $3,454-55.6% | $5,630-72.8% | $4,299-64.3% |
| Admin fee / account holder | $7,162 | $7,999-10.5% | $15,900-55.0% | $6,924+3.4% |